Private Client Portfolio Consultant - Hybrid Cape Town

Ejobdesign; Cape Town; Hybrid; ZAR 350,000 - 520,000; Full time

Job summary

Ejobdesign is seeking a Private Client Services Consultant in Cape Town to nurture and expand a portfolio of high net worth clients. This hybrid role combines virtual work with time in the Cape Town office, aligning client needs with MOS and company growth strategies.

You will build trusted relationships, deliver bespoke financial guidance, and collaborate across teams to drive client satisfaction and retention in a dynamic private client environment.

Responsibilities

• Manage and grow a portfolio of high net worth clients in line with MOS and company growth strategies.

Job description

Ejobdesign is seeking a Private Client Services Consultant in Cape Town to nurture and expand a portfolio of high net worth clients. This hybrid role combines virtual work with time in the Cape Town office, aligning client needs with MOS and company growth strategies.

You will build trusted relationships, deliver bespoke financial guidance, and collaborate across teams to drive client satisfaction and retention in a dynamic private client environment.